See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,589 | $64,480+21.9% | $81,382-3.4% | $80,856-2.8% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+1.0pp | 67.6%+2.8pp |
| Annual return | 10.42% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,982 | $1,978+0.2% | $2,463-19.5% | $2,755-28.0% |
| Participant deferral / active EE | $3,712 | $3,094+20.0% | $3,883-4.4% | $4,296-13.6% |
| Admin fee / account holder | $5,681 | $5,671+0.2% | $5,768-1.5% | $6,918-17.9% |